Features
Everything your shop runs on, in one place.
From the first phone call to the final payment, TradesWork handles it. Start with the basics and turn on more as you grow.
Calls & booking
Answer every call and fill the schedule.
The phone is where the money starts. TradesWork makes sure every call gets answered and every lead gets a fast reply.
Know who's calling
Their history, open jobs, balance and membership pop up before you answer.
AI receptionist (early access)
Answers after hours or when you're busy, books callers in your service area into windows your techs can cover, and hands anything it can't finish to your team. Pressing 0 always reaches a person.
Emergency calls handled safely
Gas smells, smoke, carbon monoxide, flooding or no heat in freezing weather get safety instructions first, never a sales script.
Missed-call text back
If nobody picks up, the caller gets a text right away so the job doesn't go to a competitor.
One inbox for leads
Website, Angi, Thumbtack, referrals and email leads in one place, answered within seconds.
Online booking
A booking button for your website that only offers times you can actually cover.
Scheduling
A schedule that fixes itself when the day goes sideways.
See every tech, every job and every truck on one board. When a job runs long, TradesWork helps you re-plan the rest of the day.
Drag-and-drop board
Every tech's day at a glance, with a live map of where everyone is.
Smart day planning
Suggests who should go where based on skills, arrival windows, drive time and what's on each truck. You decide.
Re-plan in one tap
A job runs long? TradesWork reshuffles the rest of the day and keeps your promised arrival windows.
Install crews
Two-tech, multi-day installs are planned as one job, with apprentices alongside their lead.
Fill last-minute gaps
When a slot opens up, customers who wanted an earlier visit get a text offer. First to say yes gets it.
Tech app
An app built for the attic, not the office.
TradesWork Field works on iPhone and Android, in English and Spanish, and keeps working when there's no signal.
Step by step
Arrive, diagnose, show options, do the work, wrap up. The app guides each visit.
Works with no signal
Estimates, notes, photos, forms and time keep saving offline and catch up later.
Talk instead of type
Techs describe the job out loud. The app turns it into notes and parts from your price book.
HVAC calculators
Superheat, subcooling, duct size, temperature split and more, built in.
Scan the data plate
Snap a photo of the nameplate and the equipment's age is worked out from the serial number.
My pay
Techs see what they've earned today, with commissions and bonuses explained.
Estimates & sales
Show options. Let the customer choose.
Clear choices close more work than a single take-it-or-leave-it price.
Good, better, best
Three options from your own price book, so every tech prices the same way.
Monthly payment shown
Each option shows what it costs per month, which makes the bigger job easier to say yes to.
Member pricing
Member discounts apply automatically, a built-in reason to join your plan.
Sign on the screen
Customers approve on the tech's phone, or later from a text.
Replacement opportunities
Old units and repeat repairs get flagged so your comfort advisors can follow up.
Customer experience
The service your customers tell their neighbors about.
Homeowners don't want another app. They get one text link per job that keeps them in the loop from booking to receipt.
One link per job
Confirmation, the tech's photo and live arrival time, options to approve, the invoice and a photo recap.
Home equipment record
A page showing each unit's age, last service and warranty, branded with your company name.
Customer portal
Customers send requests, update their card and see their membership, with no password to remember.
Reviews
Every customer gets a review request. Unhappy ones alert your office so you can make it right.
Referrals
Reward customers who send you friends, paid only when the new customer's first invoice is paid.
Payments & memberships
Get paid on the spot, and every month.
Collect at the door, bill memberships automatically, and keep your books in sync.
Tap to Pay
Take a card on the tech's phone. No extra card reader.
Text-to-pay
Send the invoice by text. Customers pay by card or bank transfer from their phone.
Memberships on autopilot
Dues charge themselves, failed cards are retried with a link to update, and visits come due on schedule.
Credit holds that work
Customers who owe you can't be booked again until someone signs off.
QuickBooks Online
Invoices and payments sync automatically. Anything that doesn't match goes on a fix-it list.
Job profit and tech pay
See what each job really made, and pay commissions and bonuses without spreadsheets.
Equipment & compliance
Every unit you touch, on record.
Equipment records that pay for themselves: warranty money recovered and refrigerant paperwork done.
Equipment history
Age, service history and photos for every unit at every address.
Warranty claims
Check coverage before a part comes off the truck, and track every claim until the credit comes back.
Refrigerant log
Refrigerant added or recovered is logged per unit and tech, with their EPA 608 certification number.
Leak tracking
Units with leaks get a repair deadline and a report, so nothing slips.
Reports & coaching
Know your numbers without a spreadsheet.
Clear reports, plain-English answers, and coaching that keeps your team improving.
Reports you can trust
Revenue, close rate, average ticket, membership growth and more, each with the jobs behind the number.
Ask in plain English
Type “why was Tuesday slow?” and get an answer from your real numbers.
Alerts
Get told when something looks off, like a drop in booked calls or a jump in callbacks.
Call coaching
Recorded calls are scored against your own checklist so CSRs know exactly what to work on.
Friendly competition
Points, badges and leaderboards for memberships sold, on-time arrivals and first-time fixes.
Works with your other tools
Plays nicely with the tools you already use.
QuickBooks Online
Invoices and payments sync automatically.
Your website
A booking button that drops straight onto your schedule.
Lead services
Angi, Thumbtack and email leads land in your inbox.
Payroll
Export hours and pay for Gusto, ADP or QuickBooks.
Supplier price files
Upload price lists from Ferguson, Johnstone and others.
Developers & AI tools
An open API and instant notifications for anything custom.
Ready to run a tighter shop?
Try the TradesWork AI plan free for 14 days. Bring your customers and price book, or start fresh with a price book made for your trade.
- No credit card
- No contract
- Cancel any time
